Manager, Financial Planning & Analysis

The Manager will be on the Financial Planning & Analysis (FP&A) team helping to support the Global Distribution business unit. This will include financial reporting, strategic planning, forecasting, financial modeling and partnering with the business. The leader will be responsible for analyzing the financials of the business unit to identify and communicate areas of financial risk and/or opportunity. They will possess a mix of complex business analysis and problem-solving skills, strong verbal and written communication skills, and knowledge/interest in asset management and global trends.

A successful candidate will work independently to meet deadlines receiving minimal guidance and hold themselves accountable to meet and exceed objectives. They will utilize collaboration, organization, and communication skills to work with various stakeholders across Finance and the business unit supported.

Responsibilities:

• Performs complex historical analyses to support end-to-end processes within Finance, including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting. Identifies and monitors trends and potential implications for financials and decision-making.

• Updates/refines short-term and long-range forecasts and methodologies using multiple inputs and assumptions to reflect changes in business strategies using deep knowledge of the business unit gained through business partnerships.

• Supports business unit decision making by leveraging advanced Excel modeling skills

• Conducts trend analysis on financial data and operating performance. Develops recommendations on improving efficiency and effectiveness.

• Participates in the development of annual operating and strategic plans. Compiles financial information and conducts analysis as needed to evaluate the financial impact of new projects and business opportunities.

Preferred Qualifications:

• Confidence and ability to interact with senior leadership

• Excellent verbal and written communication skills

• Advanced Power Point and Excel skills

• High proficiency in analyzing and synthesizing complex financial data into meaningful executive summary statements

• Responsive, team-oriented approach with excellent client-service skills for effective relations with internal clients

• Experience with Power BI a plus

• Experience with financial planning systems (i.e. Oracle, SmartView)

• Knowledge of accounting principles

• Knowledge of Financial Services Industry

• Advanced Degree or certification (MBA, CPA or CFA

Qualifications:

Required:

• Bachelor's degree AND

• 5+ years of total relevant work experience

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for remote work up to two days a week.